Database Cleaning & Verification

Overview

What we deliver

We clean, dedupe, and verify customer and prospect databases so your sales, marketing, and service teams work from accurate records.

We clean and verify B2B and B2C databases that have grown messy over time. Our team standardizes fields, removes duplicates, fills missing values, and verifies contact details against trusted sources and live checks. We work with CRM exports, marketing platform lists, finance systems, and flat files, and we return data in the format your tools expect. Verification covers email validity, phone reachability, postal address format, job titles, company details, and industry tags. We flag records that cannot be confirmed and explain why, rather than guess. For ongoing programs, we run scheduled cycles so new and updated records stay clean. Every project includes a before-and-after report so you can see exactly what changed, and we hand back documentation that your internal team can use to keep standards in place after we step away.

Fit Check

Built for teams like yours

Who it's for

Sales operations teams
Marketing operations leaders
RevOps and CRM owners
Finance and billing teams
Compliance and data governance leads

Pain points we solve

Duplicate and conflicting records
Bounced emails and bad phone numbers
Inconsistent field formats
Outdated job titles and company data
No clear audit trail on data quality

What's included

Capabilities

Everything we cover in this engagement.

Field standardization
Duplicate detection and merging
Email and phone verification
Address validation
Company and title enrichment
Record archival and tagging
Audit logs and reports
Ongoing cleanup cycles

How we work

Our process

A clear, predictable path from kickoff to outcomes.

01

Audit

We profile the database and document data quality issues.

02

Plan

We agree on rules for matching, merging, and verification.

03

Clean

We standardize, dedupe, and verify records in batches.

04

Verify

We confirm contacts through checks and trusted sources.

05

Handover

We return clean data with reports and maintenance guidance.

What you get

Deliverables & outcomes

What you get

Data audit report
Cleansed and verified file
Duplicate merge log
Verification status report
Field standard reference
Maintenance playbook

Outcomes you can expect

Lower bounce and undelivered rates
Cleaner CRM and marketing lists
More reliable reporting
Less wasted outbound effort
Stronger basis for segmentation

Timeline

2 to 6 weeks based on volume

Engagement

Monthly retainer, Project, Sprint

Tools we use

Salesforce, HubSpot, ZoomInfo, NeverBounce, Excel

KPIs we track

Duplicate rate, verification rate, bounce rate, completeness, data quality score

Client stories

What clients say

"

My books were 90 days behind and I was avoiding my accountant. They cleaned up nine months of mis-categorized Shopify and Stripe entries, set up proper rules in QuickBooks, and now my close lands on day four of every month. First time in three years I opened a P&L without wincing. Cash forecasting actually makes sense now.

D.R.

"

Two weeks before our seed round we still did not have a defensible model. Their fractional CFO rebuilt our three-statement forecast, pressure-tested the assumptions, and walked me through every line before the partner meeting. We closed 1.4M on the terms we wanted. The investor specifically called out how clean the financials looked compared to the last five decks she had seen.

Hannah B.

Proof